Longview Financial Advisors LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 14, 2026), Longview Financial Advisors LLC reported 150 stock positions worth $202.4 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 15.5% of the portfolio, followed by JPMorgan Income ETF (JPIE, 13.0%) and Vanguard S/T Corp. Bond ETF (VCSH, 10.6%). Compared with Q1 2026, it opened 7 new positions, sold out of 15, added to 15 and reduced 30. The biggest buy was a new position in JPM NY TX Free BD ETF (JTNY) and the biggest sale iShares 3-7 Year Treasury Bo (IEI, shares −3%).

Most Recent 13F
Q2 2026
Location
SAN RAFAEL, CA
CIK
0002076077
Portfolio Value
$202.4M (Q2 2026)
SEC Filing
0002076077-26-000003 ↗ filed Jul 14, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q4 2024: $148.9M Q4 2024 Q1 2025: $151.5M Q1 2025 Q2 2025: $159.6M Q2 2025 Q3 2025: $173.5M Q3 2025 Q4 2025: $181.4M Q4 2025 Q1 2026: $184.0M Q1 2026 Q2 2026: $202.4M $202.4M Q2 2026

Holdings 150 stocks · $202.4M
DFAC Dimensional US Core Equity 2 15.45% 704,896 $31.3M Add +1.1%
JPIE JPMorgan Income ETF 13.01% 571,553 $26.3M Add +9.9%
VCSH Vanguard S/T Corp. Bond ETF 10.55% 270,145 $21.3M Add +0.6%
VCIT Vanguard Int-Term Corporate 9.90% 242,452 $20.0M Add +10.9%
HELO JPMorgan Hedged Equity ETF 9.65% 288,873 $19.5M Add +8.3%
VGIT Vanguard Intermediate-Term T 8.37% 287,129 $16.9M Add +4.2%
DFLV Dim US Large Cap Value ETF 4.56% 233,381 $9.2M Add +1.9%
DFEM Dimensional Emrg MRKT Core 3.55% 176,579 $7.2M Reduce -3.8%
DISV Dimensional International SM 3.23% 163,131 $6.5M Add +2.2%
DFIC Dimensional International Co. 2.94% 159,552 $5.9M Add +6.0%
IEI iShares 3-7 Year Treasury Bo 1.77% 30,459 $3.6M Reduce -2.9%
DFSU Dimensional US Sus CORE1 ETF 1.64% 71,062 $3.3M Reduce -0.3%
DFGR Dim Global Real Estate ETF 1.62% 113,450 $3.3M Add +5.2%
AAPL Apple Inc. 0.84% 5,861 $1.7M No change
DFSE Dimensional Em Sus CORE1 ETF 0.82% 34,136 $1.7M Reduce -8.9%
JTNY JPM NY TX Free BD ETF filed as J P MORGAN EXCHANGE TRADED F 0.81% 32,567 $1.6M New
DFSI Dimensional Int Sus COR1 ETF 0.72% 32,181 $1.5M Reduce -1.4%
IGSB iShares 1-5Y Inv Grade Corp. 0.64% 24,518 $1.3M Reduce -14.3%
DFIV Dimensional International Va 0.61% 22,729 $1.2M No change
DFAI Dimensional International Co. 0.58% 28,625 $1.2M Reduce -11.0%
ACWI iShares MSCI Acwi ETF 0.53% 6,847 $1.1M Reduce -4.4%
DFAU Dimensional US Core Equity M 0.47% 18,462 $954K Reduce -0.6%
XLK SS Technology Select Sector 0.42% 4,426 $843K No change
DFUV Dimensional US Marketwide Va 0.41% 14,978 $824K Reduce -0.4%
CAT Caterpillar Inc. 0.40% 751 $800K Reduce -34.0%
META Meta Platforms Inc. Class A 0.38% 1,353 $762K Reduce -0.4%
VTI VG Morningstar TS MKT ETF-US 0.36% 1,958 $725K No change
DLS Wisdomtree Intl S/C DVD Fund 0.35% 8,417 $705K Reduce -4.1%
REET iShares Global REIT ETF 0.34% 25,003 $691K Reduce -0.4%
DFAE Dimensional Emerging Core Eq 0.31% 15,492 $623K Reduce -5.0%
JPM JPMorgan Chase & Co. 0.21% 1,280 $419K Reduce -3.6%
SPY SS SPDR S&P 500 ETF Trust-US 0.19% 527 $394K No change
AMZN Amazon.com Inc. 0.19% 1,642 $391K No change
VEA Vanguard Ftse Developed ETF 0.18% 5,118 $365K No change
GOOGL Alphabet Inc. Class A 0.18% 1,010 $361K No change
IEFA iShares Core MSCI Eafe ETF 0.18% 3,701 $357K No change
VWO Vanguard Ftse Emerging Marke 0.17% 5,909 $353K Reduce -0.1%
NVDA Nvidia Corp. 0.17% 1,740 $348K Reduce -10.3%
LRCX Lam Research Corp. 0.15% 700 $303K No change
MS Morgan Stanley 0.15% 1,451 $303K No change
QUAL iShares MSCI USA Quality Fac 0.15% 1,347 $296K No change
MSFT Microsoft Corp. 0.12% 649 $242K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.12% 1,082 $236K No change
SPTM SS SPDR P S&P 1500 Comp ETF 0.10% 2,239 $203K No change
SUSA iShares ESG Optimized MSCI U 0.10% 1,251 $193K Reduce -4.1%
MDY State Street SPDR S&P Midcap 0.08% 244 $172K No change
SCZ iShares MSCI Eafe Small-Cap 0.08% 2,036 $168K No change
IJS iShares S&P Small-Cap 600 Va 0.08% 1,173 $160K No change
SCHW Schwab (charles) Corp. 0.08% 1,706 $157K Add +0.1%
AOA iShares Core 80/20 Aggressiv 0.07% 1,492 $146K Reduce -30.6%
WFC Wells Fargo & Co. 0.07% 1,653 $137K No change
SPMD SS SPDR P S&P 400 Midcap ETF 0.07% 2,009 $136K No change
COST Costco Wholesale Corp. 0.06% 137 $128K Reduce -30.1%
HMOP Hartford Municipal Opp ETF 0.06% 3,030 $119K No change
JMUB JPMorgan Municipal ETF 0.06% 2,300 $117K No change
VSGX Vanguard ESG Intl Stock ETF 0.06% 1,352 $111K Reduce -2.3%
PH Parker Hannifin Corp. 0.05% 111 $109K No change
GS Goldman Sachs Group Inc. 0.05% 102 $103K No change
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.05% 1,975 $101K No change
TSM Taiwan Semiconductor-SP ADR 0.05% 210 $100K No change
AVGO Broadcom Inc. 0.05% 261 $99K No change
IUSG iShares Core S&P U.S. Growth 0.05% 515 $97K No change
HEQT Simplify Hedged Equity ETF 0.05% 2,722 $91K Add +12.4%
VTR Ventas Inc. 0.04% 1,026 $91K No change
IJT iShares S&P Small-Cap 600 GR 0.04% 500 $89K No change
SCHG Schwab US Large-Cap Growth 0.04% 2,509 $85K No change
CRWD CrowdStrike Holdings Inc. Class A 0.04% 105 $80K Reduce -5.4%
ITOT iShares Core S&P Total U.S. 0.04% 480 $79K No change
JQUA JPMorgan US Quality Factor 0.04% 1,054 $76K No change
EFA iShares MSCI Eafe ETF 0.04% 728 $76K No change
CGW Invesco S&P Global Water Ind 0.03% 1,070 $70K No change
IWD iShares Russell 1000 Value E 0.03% 286 $69K No change
EMXF iShares ESG Adv MSCI Em ETF 0.03% 1,159 $67K Reduce -39.4%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.03% 1,056 $65K No change
SPYV SS SPDR P S&P 500 Value ETF 0.03% 1,024 $62K No change
WMT Walmart Inc. 0.03% 519 $59K Reduce -4.2%
PHM Pultegroup Inc. 0.03% 426 $58K No change
RBA RB Global Inc. 0.03% 497 $58K No change
IBTG iShares Ibonds Dec 2026 Term 0.03% 2,468 $56K New
IBTH iShares Ibonds Dec 2027 Term 0.03% 2,522 $56K New
IBTI iShares Ibonds Dec 2028 Term 0.03% 2,542 $56K New
IBTJ iShares Ibonds Dec 2029 Term 0.03% 2,595 $56K New
YORW York Water Co. filed as YORK WTR CO 0.03% 1,792 $55K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.03% 352 $53K No change
KRE SS SPDR S&P Regional Bank 0.03% 700 $52K No change
VTEB Vanguard Tax-Exempt Bond ETF 0.03% 1,035 $52K No change
TM Toyota Motor Corp. -Spon ADR 0.02% 280 $47K No change
SPDW Ste STR SPDR PT DW Eu ETF 0.02% 850 $43K No change
VIG Vanguard Dividend Apprec ETF 0.02% 175 $41K No change
MINT PIMCO Enhanced Short Maturit 0.02% 410 $41K Add +1.0%
TDG Transdigm Group Inc. 0.02% 31 $41K Reduce -18.4%
GEV GE Vernova Inc. 0.02% 35 $41K No change
BLK BlackRock Inc. 0.02% 41 $39K No change
SHW The Sherwin-Williams Co. 0.02% 98 $34K Reduce -14.0%
DLN Wisdomtree US Largecap Divid 0.02% 348 $34K No change
TQQQ Proshares Ultrapro QQQ 0.02% 376 $30K No change
ISTB iShares Core 1-5 Year Usd Bo 0.01% 619 $30K No change
DEM Wisdomtree Emerging Markets 0.01% 555 $30K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.01% 120 $29K No change
RWT Redwood Trust Inc. 0.01% 6,000 $28K No change
SDY SS SPDR S&P Dividend ETF 0.01% 182 $28K No change
TCBK Trico Bancshares 0.01% 511 $28K No change
UNP Union Pacific Corp. 0.01% 100 $27K No change
JNJ Johnson & Johnson 0.01% 107 $27K No change
SUB iShares Short-Term National 0.01% 250 $27K No change
LLY Eli Lilly & Co. 0.01% 22 $26K No change
SYK Stryker Corp. 0.01% 81 $26K No change
IBTL iShares Ibonds Dec 2031 Term 0.01% 1,243 $25K New
VNQ Vanguard Real Estate ETF 0.01% 254 $24K No change
HD Home Depot Inc. 0.01% 68 $24K Reduce -18.1%
EOG EOG Resources Inc. 0.01% 182 $24K No change
J Jacobs Solutions Inc. 0.01% 187 $24K No change
ESGD iShares Trust iShares ESG Aw 0.01% 222 $23K No change
IBTK iShares Ibonds Dec 2030 Trea 0.01% 1,148 $22K New
WM Waste Management Inc. 0.01% 100 $22K No change
EEM iShares MSCI Emerging Market 0.01% 309 $21K Reduce -6.7%
ETN Eaton Corp. PLC 0.01% 49 $21K No change
SPEM State Street SP PTF Em ETF 0.01% 372 $19K No change
BSV Vanguard Short-Term Bond ETF 0.01% 240 $19K Add +60.0%
BBCA JPMorgan Betabuilders Canada 0.01% 166 $17K No change
IVV iShares Core S&P 500 ETF 0.01% 22 $16K No change
XOM Exxon Mobil Corp. 0.01% 119 $16K No change
IWO iShares Russell 2000 Growth 0.01% 38 $15K No change
GOOG Alphabet Inc. Class C 0.01% 40 $14K No change
AVUV Avantis US Small Cap Value 0.01% 111 $14K No change
IJH iShares Core S&P Midcap ETF 0.01% 175 $13K No change
HOLA JPM Intll HDG Eq LDDR Ovrly filed as J P MORGAN EXCHANGE TRADED F 0.01% 226 $13K No change
SPGM State Street SPDR Portfolio 0.01% 143 $12K Reduce -21.9%
CVX Chevron Corp. 0.01% 68 $11K No change
HONA Honeywell Aerospace Inc. 0.01% 49 $11K No change
RTX RTX Corp. 0.00% 47 $9K No change
AMT American Tower Corp. 0.00% 47 $8K No change
PINS Pinterest Inc. Class A 0.00% 280 $6K No change
IWN iShares Russell 2000 Value E 0.00% 22 $5K No change
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.00% 50 $4K No change
RWO State Street SPDR Dow Jones 0.00% 81 $4K No change
PLD Prologis Inc. 0.00% 26 $4K No change
DFAW Dimensional World Eqty ETF 0.00% 41 $3K Add +5.1%
SOLS Solstice Adv Materials Inc. 0.00% 24 $2K No change
UPRO Proshares Ultrapro S&P 500 0.00% 10 $1K No change
MUB iShares National Muni Bond E 0.00% 13 $1K No change
IEMG iShares Core MSCI Emerging 0.00% 12 $995 No change
VOE Vngrd Mrngstr MD-Cap Val ETF 0.00% 5 $988 No change
TFI SS SPDR N Ice Muni Bond ETF 0.00% 21 $962 No change
EMB iShares JP Morgan Usd Emergi 0.00% 6 $579 No change
IAGG iShares Intl Aggregate Bond 0.00% 6 $304 No change
AGG iShares Core U.S. Aggregate 0.00% 3 $297 No change
SPYM Ste STR SPDR PT S&P 500 ETF 0.00% 3 $264 No change
BNDX Vanguard Total Intl Bond ETF 0.00% 4 $194 No change
STIP iShares 0-5 Year Tips Bond E 0.00% 1 $103 No change

Portfolio Sells Q1 2026 → Q2 2026
IEI iShares 3-7 Year Treasury Bo Reduce -2.9% 1.77% −0.25
IGSB iShares 1-5Y Inv Grade Corp. Reduce -14.3% 0.64% −0.18
DFAI Dimensional International Co. Reduce -11.0% 0.58% −0.10
META Meta Platforms Inc. Class A Reduce -0.4% 0.38% −0.05
CAT Caterpillar Inc. Reduce -34.0% 0.40% −0.04
COST Costco Wholesale Corp. Reduce -30.1% 0.06% −0.04
DLS Wisdomtree Intl S/C DVD Fund Reduce -4.1% 0.35% −0.04
PLTR Palantir Technologies Inc. Class A Sold out 0.00% −0.04
DFSE Dimensional Em Sus CORE1 ETF Reduce -8.9% 0.82% −0.04
DFSI Dimensional Int Sus COR1 ETF Reduce -1.4% 0.72% −0.04
AOA iShares Core 80/20 Aggressiv Reduce -30.6% 0.07% −0.03
JOBY Joby Aviation Inc. Sold out 0.00% −0.02
EMXF iShares ESG Adv MSCI Em ETF Reduce -39.4% 0.03% −0.02
NOW ServiceNow Inc. Sold out 0.00% −0.01
HON Honeywell International Inc. Sold out 0.00% −0.01
NVDA Nvidia Corp. Reduce -10.3% 0.17% −0.01
DHR Danaher Corp. Sold out 0.00% −0.01
ACWI iShares MSCI Acwi ETF Reduce -4.4% 0.53% −0.01
WMT Walmart Inc. Reduce -4.2% 0.03% −0.01
GE General Electric Sold out 0.00% −0.01
JPM JPMorgan Chase & Co. Reduce -3.6% 0.21% −0.01
PGR Progressive Corp. Sold out 0.00% −0.01
CTAS Cintas Corp. Sold out 0.00% −0.00
LIN Linde PLC Sold out 0.00% −0.00
TDG Transdigm Group Inc. Reduce -18.4% 0.02% −0.00
SHW The Sherwin-Williams Co. Reduce -14.0% 0.02% −0.00
INTU Intuit Inc. Sold out 0.00% −0.00
HD Home Depot Inc. Reduce -18.1% 0.01% −0.00
MCD McDonald's Corp. Sold out 0.00% −0.00
TMO Thermo Fisher Scientific Inc. Sold out 0.00% −0.00
REET iShares Global REIT ETF Reduce -0.4% 0.34% −0.00
SPGM State Street SPDR Portfolio Reduce -21.9% 0.01% −0.00
CMF iShares California Muni Bond Sold out 0.00% −0.00
XLY SS Consumer Disc Select Sect Sold out 0.00% −0.00
MA Mastercard Inc. Class A Sold out 0.00% −0.00
EEM iShares MSCI Emerging Market Reduce -6.7% 0.01% +0.00
VWO Vanguard Ftse Emerging Marke Reduce -0.1% 0.17% +0.00
VSGX Vanguard ESG Intl Stock ETF Reduce -2.3% 0.06% +0.00
SUSA iShares ESG Optimized MSCI U Reduce -4.1% 0.10% +0.00
DFAE Dimensional Emerging Core Eq Reduce -5.0% 0.31% +0.01
DFUV Dimensional US Marketwide Va Reduce -0.4% 0.41% +0.01
CRWD CrowdStrike Holdings Inc. Class A Reduce -5.4% 0.04% +0.02
DFAU Dimensional US Core Equity M Reduce -0.6% 0.47% +0.02
DFSU Dimensional US Sus CORE1 ETF Reduce -0.3% 1.64% +0.05
DFEM Dimensional Emrg MRKT Core Reduce -3.8% 3.55% +0.10

Portfolio Buys Q1 2026 → Q2 2026
JTNY JPM NY TX Free BD ETF New 0.81% +0.81
DFAC Dimensional US Core Equity 2 Add +1.1% 15.45% +0.73
HELO JPMorgan Hedged Equity ETF Add +8.3% 9.65% +0.38
DFLV Dim US Large Cap Value ETF Add +1.9% 4.56% +0.12
VCIT Vanguard Int-Term Corporate Add +10.9% 9.90% +0.07
DFGR Dim Global Real Estate ETF Add +5.2% 1.62% +0.07
DFIC Dimensional International Co. Add +6.0% 2.94% +0.03
IBTH iShares Ibonds Dec 2027 Term New 0.03% +0.03
IBTG iShares Ibonds Dec 2026 Term New 0.03% +0.03
IBTJ iShares Ibonds Dec 2029 Term New 0.03% +0.03
IBTI iShares Ibonds Dec 2028 Term New 0.03% +0.03
IBTL iShares Ibonds Dec 2031 Term New 0.01% +0.01
IBTK iShares Ibonds Dec 2030 Trea New 0.01% +0.01
HEQT Simplify Hedged Equity ETF Add +12.4% 0.05% +0.00
BSV Vanguard Short-Term Bond ETF Add +60.0% 0.01% +0.00
DFAW Dimensional World Eqty ETF Add +5.1% 0.00% +0.00
MINT PIMCO Enhanced Short Maturit Add +1.0% 0.02% −0.00
SCHW Schwab (charles) Corp. Add +0.1% 0.08% −0.01
JPIE JPMorgan Income ETF Add +9.9% 13.01% −0.01
DISV Dimensional International SM Add +2.2% 3.23% −0.18
VGIT Vanguard Intermediate-Term T Add +4.2% 8.37% −0.55
VCSH Vanguard S/T Corp. Bond ETF Add +0.6% 10.55% −1.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 150$202.4MDFAC, JPIE, VCSH, VCIT, HELO
Q1 2026 157$184.0MDFAC, JPIE, VCSH, VCIT, HELO
Q4 2025 175$181.4MDFAC, JPIE, VCSH, HELO, VCIT
Q3 2025 141$173.5MDFAC, VCSH, JPIE, VGIT, HELO
Q2 2025 125$159.6MVCSH, DFAC, JPIE, VGIT, HELO
Q1 2025 129$151.5MVCSH, DFAC, JPIE, VGIT, HELO
Q4 2024 134$148.9MVCSH, DFAC, JPIE, VGIT, HELO